Banks may be offering videos and dictionaries to explain the complexities of financial terminology, but it would be much better to simplify the language

The wealth management industry has been guilty of sidelining female clients, but there is increasing awareness of the opportunities offered by this growing client segment

Victor Matarranz, global head of wealth management and insurance at Banco Santander, reports how the bank’s new business model is working out and looks ahead to a post-pandemic future

If wealth managers embrace the opposing world views of people in different stages of life then they will ultimately provide a more well-rounded service to all clients, argues Harry Burnham from Raymond James

Millennials may be sceptical of private banks and financial advisers, but a digital approach may yet win them over

Fortu Wealth aims to become a digital private bank for high net worth millennials, believing this to be a group disillusioned by more traditional wealth management offerings

Citi Private Bank’s innovation supremo Philip Watson has long believed in the ability of technology and data to transform private banking, but also that human interaction will remain vital

To succeed, wealth management firms will need to take a hybrid approach of ‘tech touch’ and ‘high touch’ to meet client needs